Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.4B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,554
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$48.6M
3
+$32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
BND icon
Vanguard Total Bond Market
BND
+$25.8M

Top Sells

1
+$28.2M
2
+$26.4M
3
+$20.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.1M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$18.2M

Sector Composition

1 Technology 11.67%
2 Financials 4.81%
3 Consumer Discretionary 3.88%
4 Healthcare 3.32%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$829K ﹤0.01%
17,014
-104
2002
$828K ﹤0.01%
96,580
+22,656
2003
$828K ﹤0.01%
12,704
2004
$827K ﹤0.01%
15,674
-297
2005
$827K ﹤0.01%
8,629
+858
2006
$827K ﹤0.01%
46,117
-638
2007
$826K ﹤0.01%
6,881
+1,926
2008
$825K ﹤0.01%
25,075
+2,100
2009
$824K ﹤0.01%
44,134
+1,839
2010
$820K ﹤0.01%
83,132
+29,690
2011
$820K ﹤0.01%
31,445
+942
2012
$819K ﹤0.01%
40,078
+2,423
2013
$816K ﹤0.01%
24,462
-8,814
2014
$814K ﹤0.01%
56,185
-29,641
2015
$814K ﹤0.01%
17,197
-4,060
2016
$814K ﹤0.01%
23,421
+14,844
2017
$814K ﹤0.01%
30,349
+7,977
2018
$813K ﹤0.01%
22,894
+1,303
2019
$812K ﹤0.01%
8,114
+230
2020
$812K ﹤0.01%
71,685
-30,243
2021
$812K ﹤0.01%
19,627
-7,081
2022
$810K ﹤0.01%
6,724
-178
2023
$807K ﹤0.01%
13,906
+2,283
2024
$807K ﹤0.01%
+33,094
2025
$806K ﹤0.01%
3,463
-568
79 80
81
82 83